Forum Discussion
Bruno62
Feb 16, 2023Copper Contributor
delegation / hide items
Hi, i'm trying to make a workflow with powerautomate on sharepoint. when we create a new item i would like than some fiels are hidden or need autorization to be modified. is it possible? a...
- Feb 16, 2023
Hi Bruno62,
You can not apply different permissions on some fields in a SharePoint list, only on the whole item.
But you can create two lists:- One with the main data fields
- One with the data fields you want to protect. Give that list different permissions
- Create a lookup Column from the first List to the second list and pull all columns as projected columns into the first list
- Now you can see all columns in a view of the first list, but you have to go to the second list to edit the additional columns,.
If creating two list items is to complicated for your users than either
Create a Form with all fields and a PowerAutomate Flow that saves the data into two lists or
Create a Canvas PowerApp with all the fields and use that to store the date in the two lists.Or just set the fields to hidden and hope that no one of your users finds a way to change them.
To do that, got to the "New Item" Form of your list, select the arrow down in the upper right corner and then select "Edit Columns"
Now either remove the checkmark in front of a column to always hide the column or press the three dots right to a column name to enter a conditional formulaIn this example i use a choice column "Status" with the options "UnLocked" and "Locked" and i want to hide both the "Status" column and the "Other Column" to be hidden when the status is locked.
So i enter this formula for both fields=if([$Status] == 'Locked', 'false', 'true')
And for delegation of approvals during vacations:
That is not an Out-of-the-Box feature.
I would create a SharePoint List to solve that.- In that list I would add a "Person" column and call it "Responsible for Approval".
- Then in my flow i would fetch that user from the list and send the Approval to them.
- If that user is on holiday, then they have to make sure that their replacement is entered in that SharePoint List
Best Regards,
Sven
SvenSieverding
Feb 16, 2023Bronze Contributor
Hi Bruno62,
You can not apply different permissions on some fields in a SharePoint list, only on the whole item.
But you can create two lists:
- One with the main data fields
- One with the data fields you want to protect. Give that list different permissions
- Create a lookup Column from the first List to the second list and pull all columns as projected columns into the first list
- Now you can see all columns in a view of the first list, but you have to go to the second list to edit the additional columns,.
If creating two list items is to complicated for your users than either
Create a Form with all fields and a PowerAutomate Flow that saves the data into two lists or
Create a Canvas PowerApp with all the fields and use that to store the date in the two lists.
Or just set the fields to hidden and hope that no one of your users finds a way to change them.
To do that, got to the "New Item" Form of your list, select the arrow down in the upper right corner and then select "Edit Columns"
Now either remove the checkmark in front of a column to always hide the column or press the three dots right to a column name to enter a conditional formula
In this example i use a choice column "Status" with the options "UnLocked" and "Locked" and i want to hide both the "Status" column and the "Other Column" to be hidden when the status is locked.
So i enter this formula for both fields
=if([$Status] == 'Locked', 'false', 'true')
And for delegation of approvals during vacations:
That is not an Out-of-the-Box feature.
I would create a SharePoint List to solve that.
- In that list I would add a "Person" column and call it "Responsible for Approval".
- Then in my flow i would fetch that user from the list and send the Approval to them.
- If that user is on holiday, then they have to make sure that their replacement is entered in that SharePoint List
Best Regards,
Sven